Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.52M Buy
4,254
+610
+17% +$218K 0.1% 172
2025
Q1
$1.45M Sell
3,644
-89
-2% -$35.5K 0.11% 176
2024
Q4
$1.34M Sell
3,733
-50
-1% -$18K 0.09% 184
2024
Q3
$1.31M Buy
3,783
+222
+6% +$76.8K 0.09% 193
2024
Q2
$1.05M Sell
3,561
-777
-18% -$228K 0.07% 204
2024
Q1
$1.45M Buy
4,338
+233
+6% +$77.8K 0.11% 172
2023
Q4
$1.19M Hold
4,105
0.09% 187
2023
Q3
$1.33M Buy
+4,105
New +$1.33M 0.13% 143